Pinnacle Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $393K | Sell | 
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        2025
         Q1  | $403K | Sell | 
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        2024
         Q4  | $580K | Buy | 
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| 
        
          
      
        2024
         Q3  | – | Sell | 
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| 
        
          
      
        2024
         Q2  | $470K | Buy | 
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| 
        
          
      
        2023
         Q3  | – | Sell | 
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| 
        
          
      
        2023
         Q2  | $295K | Hold | 
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| 
        
          
      
        2023
         Q1  | $299K | Sell | 
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| 
        
          
      
        2022
         Q4  | $336K | Sell | 
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        2022
         Q3  | $377K | Sell | 
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| 
        
          
      
        2022
         Q2  | $453K | Sell | 
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| 
        
          
      
        2022
         Q1  | $470K | Sell | 
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| 
        
          
      
        2021
         Q4  | $546K | Buy | 
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| 
        
          
      
        2021
         Q3  | $554K | Buy | 
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| 
        
          
      
        2021
         Q2  | $510K | Buy | 
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| 
        
          
      
        2021
         Q1  | $507K | Buy | 
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| 
        
          
      
        2020
         Q4  | $511K | Buy | 
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| 
        
          
      
        2020
         Q3  | $474K | Sell | 
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| 
        
          
      
        2020
         Q2  | $487K | Sell | 
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| 
        
          
      
        2020
         Q1  | $492K | Sell | 
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| 
        
          
      
        2019
         Q4  | $487K | Buy | 
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| 
        
          
      
        2019
         Q3  | $488K | Sell | 
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| 
        
          
      
        2019
         Q2  | $578K | Buy | 
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| 
        
          
      
        2019
         Q1  | $562K | Sell | 
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| 
        
          
      
        2018
         Q4  | $565K | Buy | 
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| 
        
          
      
        2018
         Q3  | $311K | Buy | 
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| 
        
          
      
        2018
         Q2  | $236K | Sell | 
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| 
        
          
      
        2018
         Q1  | $238K | Sell | 
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| 
        
          
      
        2017
         Q4  | $286K | Sell | 
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| 
        
          
      
        2017
         Q3  | $290K | Sell | 
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| 
        
          
      
        2017
         Q2  | $318K | Sell | 
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| 
        
          
      
        2017
         Q1  | $327K | Sell | 
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| 
        
          
      
        2016
         Q4  | $365K | Buy | 
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| 
        
          
      
        2016
         Q3  | $343K | Sell | 
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| 
        
          
      
        2016
         Q2  | $400K | Sell | 
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| 
        
          
      
        2016
         Q1  | $524K | Sell | 
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| 
        
          
      
        2015
         Q4  | $573K | Buy | 
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| 
        
          
      
        2015
         Q3  | $569K | Sell | 
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| 
        
          
      
        2015
         Q2  | $576K | Buy | 
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| 
        
          
      
        2015
         Q1  | $526K | Sell | 
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| 
        
          
      
        2014
         Q4  | $641K | Sell | 
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| 
        
          
      
        2014
         Q3  | $1.21M | Sell | 
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| 
        
          
      
        2014
         Q2  | $7.13M | Buy | 
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| 
        
          
      
        2014
         Q1  | $6.94M | Buy | 
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| 
        
          
      
        2013
         Q4  | $6.87M | Sell | 
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| 
        
          
      
        2013
         Q3  | $7.16M | Sell | 
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| 
        
          
      
        2013
         Q2  | $8.24M | Buy | 
         |